SalesOS
Governed Sales Workflows
From Intake to Review
Capture the operating problem, prepare a source-aware qualification packet, and keep proposal, CRM, payment, and delivery decisions behind explicit human gates.
Capabilities
A bounded sales workflow — ready for review
From structured intake to a reviewable qualification and blueprint packet. Commercial release, customer decisions, payment, and delivery remain separate authorized steps.
Lead Management
Structured intake captures the business problem, workflow, systems, stakeholders, constraints, approval boundaries, and desired outcome for a scoped review.
Deal Pipeline
Explicit lifecycle states make the next authorized step visible without implying that an agent or customer has approved it.
AI Proposal Generation
Blueprint generation can assemble assumptions and evidence references for human review. Proposal release requires a separate approval and immutable snapshot.
Case Studies
Evidence references and assumptions stay visible so an operator can decide what belongs in a customer-facing blueprint.
Sales Analytics
Lifecycle events provide the foundation for funnel observability; dashboards and production evidence remain separate release gates.
Email Sequences
Follow-up drafts can be prepared for human review. Outbound messages and CRM writes are independently approval-gated and are not automatic by default.
Audience
Built for people who close deals
Sales Teams
Founders and small teams who need a structured way to describe one painful workflow and decide whether a governed implementation is warranted.
- Progressive, resumable intake
- Source-aware qualification and blueprint inputs
- Explicit approval boundaries before commercial action
Founders Doing Their Own Sales
Solo founders and early-stage teams without a dedicated sales function. SalesOS gives you the structure of a seasoned sales process without hiring a RevOps person.
- One workflow captured with its constraints
- Evidence and assumptions kept visible
- A clear next-step decision after review
Business Development
BD teams building strategic partnerships and long-cycle deals. SalesOS tracks complex multi-stakeholder deals with full activity history and automated follow-up reminders.
- Multi-contact deal tracking
- Relationship history surfaced in context
- Partnership proposal templates
Tool Replacement
Three sales tools. One platform.
The average sales stack costs $335–$565 per rep per month. SalesOS collapses that into one line item.
Sales engagement, sequences, and cadence management
SalesOS email sequences are AI-generated per prospect and require your approval before sending — ensuring personalization without volume spray.
Conversation intelligence and deal analytics
Pipeline analytics with predictive scoring surfaces deal risk and velocity. The trend-analyzer agent flags stalled deals before they slip.
Proposal creation, e-signature, document management
AI proposal generation via Agent Mesh creates structured, professional proposals including ROI calculators and matched case studies in under 5 minutes.
Lead data enrichment and prospecting
Integrates with Market Intelligence for business discovery and enrichment. Qualified leads flow directly into SalesOS pipeline with full context attached.
AI Agents
Agents that work as a sales support team
SalesOS routes tasks through the Agent Mesh to specialized agents that each own one part of the sales process. See all agents
master-orchestrator
Workflow Routing
Coordinates multi-step sales workflows. Determines which agent handles each task — qualification, proposal drafting, follow-up — and sequences them correctly.
competitor-watcher
Competitive Analysis
Tracks competitor pricing, feature announcements, and positioning. Surfaces competitive battlecards automatically when a deal involves a known competitor.
trend-analyzer
Pipeline Intelligence
Analyzes deal velocity, stage duration, and activity gaps. Flags deals at risk and suggests next-best actions based on historical close patterns.
content-creator
Proposal & Outreach
Generates proposal documents, email sequences, and follow-up messages customized to deal context. Pulls from the case study library automatically.
Workflows
How a deal moves through SalesOS
Three core workflows that run every week.
Qualify a Lead
~4 min- 1 Intake — Lead enters via form, email, or manual entry with company and contact data
- 2 BANT Score — AI evaluates Budget, Authority, Need, Timeline based on available signals
- 3 Enrich — Market Intelligence data attached to lead profile automatically
- 4 Route — High-score leads get assigned; low-score leads enter nurture sequence pending review
Generate a Proposal
~5 min- 1 Context Pull — Agent reads deal record: pain points, BANT, conversation history
- 2 Match Cases — Relevant case studies selected from library by industry and problem type
- 3 Draft — Full proposal with executive summary, solution design, ROI model, and pricing
- 4 Review — You review and edit before sending. One approval click to deliver
- 5 Log — Delivery event and open tracking recorded in deal timeline automatically
Pipeline Review
~10 min/week- 1 Scan — AI reviews all open deals for activity gaps, stale stages, and missed follow-ups
- 2 Surface — Risk-ranked deal list with recommended next actions per deal
- 3 Act — Approve follow-up sequences, update stages, or flag deals for deeper review
Reality Check
A sales rep's week
Same quota. Different amount of time spent on actual selling.
- Mon — Update CRM from memory. Forget three activities
- Tue — Spend 3 hours building a proposal in PandaDoc from scratch
- Wed — Send generic Outreach sequence. 2% reply rate
- Thu — Manager asks for pipeline forecast. Export spreadsheet, spend an hour
- Fri — 4 deals went cold this week. You didn't notice until Friday
- Mon — Pipeline review takes 10 min. AI shows 2 at-risk deals with suggested actions
- Tue — Proposal generated in 5 min from deal context. Edited and sent by 9:30am
- Wed — Approve AI-personalized sequence. 3 prospects reply same day
- Thu — Forecast is live and updated in real time. Manager has it before asking
- Fri — Closed 1 deal. Rest of time spent on new pipeline
Built honestly
A governed early-access path with explicit boundaries
SalesOS is an early-access evaluation surface. The repository contains a governed intake and lifecycle implementation with local tests; protected CI, deployment, CRM authorization, customer publication, payment, and delivery evidence are still reviewed separately.
The 2026-04-24 readiness audit flagged this in §5 P2 #11 — one of seven product dashboards still pending. The multi-tenant observability plan in epic #44 tracks the work. Until that lands, ops teams read raw Prometheus; tenant-scoped Grafana views with proper RBAC are the next milestone.
We'd rather tell you what's not done than rebrand work-in-progress as polish.
Ready to spend less time on pipeline admin?
SalesOS is part of the Mahoosuc OS platform — one vendor relationship, shared context with Market Intelligence, no integration work.
Part of the Mahoosuc OS Platform
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